Retirement plan

PORTER WRIGHT MORRIS & ARTHUR LLP PARTNER 401(K) RETIREMENT PLAN

Name: PORTER WRIGHT MORRIS AND ARTHUR LLP - PORTER WRIGHT MORRIS & ARTHUR LLP PARTNER 401(K) RETIREMENT PLAN (2017) Form 5500
Creator: PORTER WRIGHT MORRIS AND ARTHUR LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PORTER WRIGHT MORRIS & ARTHUR LLP PARTNER 401(K) RETIREMENT PLAN, PORTER WRIGHT MORRIS AND ARTHUR LLP

PORTER WRIGHT MORRIS AND ARTHUR LLPEIN 31-4373657Plan #003PY 2017

41 SOUTH HIGH STREET - COLUMBUS, OH 43215614-227-2000porterwright.comLinkedIn201-500 employeeslaw practice

Other plans on this EIN

2 filings

#002Retirement-$36.9M assets #007Retirement-$4.3M assets

Prospect flagsLow returnsHigh assets / participant

How to read this page

Total assets (EOY)

$115.1M

+11.7% from 2016

Total participants

170

-2.9% from 2016

Average account balance

$747,103

+16.8% from 2016

Annual return

15.21%

+8.32 pp from 2016

Benchmarks

See 5,160 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,160 peers

Snapshot2017

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$173.42M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$980K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

177

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

84.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.87M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$31K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+16.12%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 3 by compensation

Provider	Service type	Compensation
BUDROS, RUHLIN & ROE, INC.3+ years Filed as: BUDROS, RUHLIN & ROE, INC Service code 16 · EIN 31-1237041	Consulting	$28,638
BHM CPA GROUP, INC1 year Filed as: BHM GROUP, INC Service code 16 · EIN 31-1413363	Consulting	$8,950
JOHNSON BANK3+ years Filed as: JOHNSON INVESTMENT C Service code 16 · EIN 31-1801770	Consulting	$8,541

Plan features & details

Pension benefit codes2E2G2J2K2R2T3B

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.

Opportunity flags

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$36K

$279 / participant

Other / not subdivided$36K100.0%

% of EOY assets

0.031%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: BALESTRA, HARR & SCHERER, CPAS, INC
Auditor EIN: 314143363
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$747,103

$80,753+825.2%

$136,298+448.1%

$62,293+1099.3%

Participation rate

87.7%

73.5%+14.2pp

81.9%+5.8pp

69.5%+18.2pp

Annual return

15.21%

35.83%-20.6pp

5156.27%-5141.1pp

28.90%-13.7pp

Employer contribution / active EE

$10,138

$2,884+251.6%

$4,696+115.9%

$2,042+396.4%

Participant deferral / active EE

$13,775

$5,164+166.7%

$6,247+120.5%

$3,169+334.7%

Admin fee / account holder

$235

$525-55.2%

$9,244-97.5%

$479-50.9%

Provider

Service type

Compensation

BUDROS, RUHLIN & ROE, INC.3+ years

Filed as: BUDROS, RUHLIN & ROE, INC

Service code 16 · EIN 31-1237041

Consulting

$28,638

BHM CPA GROUP, INC1 year

Filed as: BHM GROUP, INC

Service code 16 · EIN 31-1413363

Consulting

$8,950

JOHNSON BANK3+ years

Filed as: JOHNSON INVESTMENT C

Service code 16 · EIN 31-1801770

Consulting

$8,541

PORTER WRIGHT MORRIS & ARTHUR LLP PARTNER 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PORTER WRIGHT MORRIS & ARTHUR LLP PARTNER 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion